BLB&B Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BLB&B Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+3,783	New	+$197K	0.01%	283
2026 Q1	–	Sell	-8,977	Closed	-$492K	–	281
2025 Q4	$492K	Buy	+8,977	New	+$478K	0.02%	187
2025 Q3	–	Sell	-3,861	Closed	-$202K	–	283
2025 Q2	$202K	Sell	3,861 -51,820	-93%	-$2.56M	0.01%	266
2025 Q1	$2.77M	Buy	+55,681	New	+$2.79M	0.14%	80
2024 Q2	–	Sell	-5,550	Closed	-$234K	–	285
2024 Q1	$234K	Buy	+5,550	New	+$219K	0.01%	255
2015 Q4	–	Sell	-24,520	Closed	-$488K	–	285
2015 Q3	$488K	Sell	24,520 -342	-1%	-$7.25K	0.11%	159
2015 Q2	$532K	Sell	24,862 -122	-0.5%	-$2.63K	0.11%	147
2015 Q1	$529K	Buy	24,984 +1,207	+5%	+$25.5K	0.11%	147
2014 Q4	$516K	Buy	23,777 +264	+1%	+$5.53K	0.11%	155
2014 Q3	$478K	Sell	23,513 -57	-0.2%	-$1.15K	0.1%	171
2014 Q2	$471K	Hold	23,570	–	–	0.1%	177
2014 Q1	$462K	Sell	23,570 -706	-3%	-$13.5K	0.1%	180
2013 Q4	$466K	Buy	24,276 +966	+4%	+$17.8K	0.11%	161
2013 Q3	$407K	Sell	23,310 -2,347	-9%	-$41.6K	0.11%	164
2013 Q2	$438K	Buy	+25,657	New	+$430K	0.12%	154

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BLB&B Advisors's XLF Position: Q2 2026 in Review

BLB&B Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 3,783 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: BLB&B Advisors previously reported a position in XLF as recently as Q4 2025.

BLB&B Advisors first reported a position in XLF in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.77M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

BLB&B Advisors held 3,783 shares of State Street Financial Select Sector SPDR ETF worth $203K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new BLB&B Advisors position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #283 holding.
BLB&B Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
BLB&B Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.77M in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.